Form 8962 is taken from the information on your 1095-A. Once you enter it, the form will be generated.
Form 8962 Premium Tax Credit is
required when someone on your tax return had health insurance in 2018 through
Healthcare.gov (or a state marketplace) and took the Advance Premium Tax Credit
to lower their monthly premium. We'll help you create (or correct) the form in
TurboTax.
First, find your form 1095-A.
(This won’t be in TurboTax—you should have received a paper form in the mail
from your marketplace.) Then, follow the instructions below for your
version of TurboTax.
When you're done in
TurboTax, you'll
need to print out form 8962 and mail or fax it to the IRS, along with any other items requested in their
letter (IRS Letter 0012c).
If there's a change to your
refund amount or the amount you owe, you'll need to print and send page 1 of
your 1040.
Keep in mind:
- Respond
promptly.
- If you
disagree with the IRS, respond with an explanation—and with the item(s)
they're requesting.
- You don't
need to complete or send a Form 1040X (amended tax return) to the IRS.
- Send page 2
of your 1040 only if the refund or owed
amount has changed.
